See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $186,551 | $89,753+107.8% | $107,525+73.5% | $84,808+120.0% |
| Participation rate | 77.3% | 68.1%+9.2pp | 75.1%+2.2pp | 68.3%+9.0pp |
| Annual return | 13.06% | 29.48%-16.4pp | 181.32%-168.3pp | 40.90%-27.8pp |
| Employer contribution / active EE | $2,321 | $3,113-25.4% | $3,754-38.2% | $2,631-11.8% |
| Participant deferral / active EE | $4,365 | $4,056+7.6% | $5,116-14.7% | $4,212+3.7% |
| Admin fee / account holder | $20,340 | $7,222+181.6% | $8,919+128.1% | $7,344+177.0% |